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Years of Experience
ProfilePrivate Client Advisor II
Qualification and Experience
The candidate should preferably have MBA or Post-Graduate Degree and CFP, CPA, CFA, CTFA, CFM or J.D. Must have 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor’s degree with Series 7, 63, and 65 (or Series 7 and 66) may gain licenses after start - unlicensed may be considered if willing to obtain licenses within 120 days of start date. Should have a high-touch, client-focused individual with exceptional interpersonal skills. Must be a skilled negotiator, solutions-oriented; sales, and financial aptitude. Ability to work and identify the need for team specialists; collaborate closely with other team members is needed. The ability to influence; proactively asks for and closes business is essential.